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Value Green Strategy

Responsible­investing

With our Value Green strategy, you invest in companies that meet our modern value investing criteria as well as high sustainability standards (according to MSCI rating).

Value Green Strategy

Responsible­investing

With our Value Green strategy, you invest in companies that meet our modern value investing criteria as well as high sustainability standards (according to MSCI rating).

20,000€ / 50,000€

Minimum investment amount
(depending on custodian bank)

1,2% / 1,5% p.a.

All-In Fee
(depending on custodian bank)

10%

Performance Fee
(High Water Mark Principle)

Individual shares and bond ETFs

Sustainable asset accumulation made easy

Our Value Green strategy offers you the opportunity to build assets responsibly and with the highest sustainability standards in mind.

Our sustainable portfolios contain 25-35 individual stocks of companies that we select according to modern value investing principles and that meet environmental, social, and governance requirements according to ESG criteria.

The portfolios are supplemented with three ESG-compliant bonds ETFs.

Take a look at our portfolios!

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estably performance esg

Fundamentally strong companies

No renunciation of performance

Sustainable investing does not mean having to compromise between a clear conscience and strong performance.

In our Value Green portfolios, we also invest in fundamentally strong companies with long-term competitive advantages and outstanding management – with the aim of achieving long-term outperformance.

How the ESG score works

The ESG rating was created to evaluate companies with regard to their sustainability efforts. The concept of sustainability covers not only environmental aspects, but also includes the focal points of “social” and “corporate governance”.

Environmental
(Environment)

Social
(Social)

Governance
(Corporate governance)

The sustainability efforts of the companies are assessed by MSCI with an ESG rating or an ESG Quality Score. We aim for a rating of “AA” or a score above 7.1 by investing in companies that are leaders in sustainability.

You determine your growth opportunities

Within the Value Green strategy, you can choose from five portfolios, which differ in their respective equity or bond share. A higher share of equities generally means more long-term growth potential with higher fluctuations in value.

Conservative

Value
Green 20

Shares
20%
Bonds
80%

Long-term preservation of real assets with small fluctuations

Defensive

Value
Green 40

Shares
40%
Bonds
60%

Long-term asset growth with moderate fluctuations

Balanced

Value
Green 60

Shares
60%
Bonds
40%

Greater growth in the long term with medium fluctuations

Dynamic

Value
Green 80

Shares
80%
Bonds
20%

Significant long-term growth with major fluctuations

Offensive

Value
Green 100

Shares
100%
Bonds
0%

Strong long-term growth with major fluctuations

Can’t make up your mind?
During our application process, we will suggest a suitable portfolio based on your knowledge and risk appetite.

Conservative

Value Green 20

Long-term protection of real assets with small fluctuations

Defensive

Value Green 40

Long-term asset growth with moderate fluctuations

Balanced

Value Green 60

Greater growth in the long term with medium fluctuations

Dynamic

Value Green 80

Significant long-term growth with major fluctuations

Offensive

Value Green 100

Strong long-term growth with major fluctuations

Return

Performance of the Value Green Portfolios since inception

Our fees: Transparent & fair

The costs for the Value Green strategy consist of our asset management fee plus bank charges. If we reach a new high with your securities account, an additional performance fee of 10 % is charged on the gains.

Your costs depend on the investment amount paid in:

Management fees Estably

Amount paid in
from € 20,000
from € 250,000
from € 500,000
from € 750,000
from € 1,000,000
from € 5,000,000

Costs p.a.
1.19 %
1.09 %
0.99 %
0.89 %
0.79 %
On request

plus 0.30 % bank charges

Awards

Invest in the winner of real money performance tests

Estably Offensiv Siegel Biallo 2023

biallo.de

Performance winner 2023

geldanlage digital Februar 2024

geldanlage-digital.de

Performance winner 12 months (02/2024)

brokervergleich Estably 2023 Performance

brokervergleich.de

Performance winner 2023

brokervergleich Estably 2023 Risiko Rendite

brokervergleich.de

Best risk-return ratio 2023

At a glance

Value Green Strategy

Our strategies

Best of Funds

The “Best of Funds” strategy allows you to invest in the funds of the most successful value and quality investors.

Modern Value

Our “Modern Value” strategy is based on hand-picked individual stocks selected according to modern value investing principles.

Value Green

With our “Value Green” strategy, you invest in carefully selected individual stocks that meet high sustainability standards.

Asset Protect

This strategy focuses on the protection of your assets. To this end, we invest in gold, supplemented by stable currencies.

So funktioniert die Performance Gebühr

Die High-Water-Mark stellt sicher, dass wir nur dann eine Gebühr verrechnen, wenn wir Ihr Vermögen auf einen neuen Höchststand bringen:

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How the performance fee works

The High Water Mark ensures that we only charge a fee when we bring your assets to a new high:

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Elias Mayer Estably

We advise you on the selection of strategy

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